North - your partner at EOFY

Clear advice. Timely action. Better client outcomes before 30 June.

5 minutes
North branding graphic
EOFY is one of the most critical times of the year for advisers. Volumes are high, deadlines are tight and there’s no room for error. With North, you’re supported at every step.

We give you smarter tools to simplify complex strategies, and real‑time visibility that keeps client actions moving. North helps you reduce admin, stay in control and deliver advice with confidence. Our integrated experience brings advice, implementation and tracking together, so you can focus on what matters most: your clients.

And beyond 30 June, North continues to support you. We help you unlock capacity, reduce pressure and build momentum for the year ahead.

 

Critical information to know

EOFY cut off dates and key account information

North offers multiple payment methods to help advisers and clients maximise contribution opportunities before 30 June. Take note of the important timing information below to ensure you submit all payments by the required date.

Payment deadlines

North offers multiple payment methods to help advisers and clients maximise contribution opportunities before 30 June. Our cheat sheet notes the important timing information you need to be across to ensure you submit all payments by the required date.

Download now

Adviser tips

We understand the busy rush to EOFY so we've put together a guide to help you navigate this time with easy access to information on key dates, codes and transfer details to support your activities.

Read more
 
We're here to help

If you need more support, feel free to contact our team for further assistance.

Better EOFY outcomes for your clients

EOFY super, tax and social security unlocked

As the end of financial year approaches, small oversights can quickly turn into missed opportunities, unintended risks or sub‑optimal client outcomes. Learn how to avoid them.

Critical-age checklist

This checklist breaks down the tax, super and social security opportunities for your clients at key age milestones. Make the most of strategies available to your clients so you don't leave money on the table.
On-demand webinar

This practical TapIn webinar is designed to help advisers confidently navigate EOFY super, tax and social security strategies, with a sharp focus on the rates, thresholds and eligibility rules that matter most right now. CPD accrediated.

Short on CPD points? North has you covered.

  • TapIn Federal Budget adviser briefing

    Mindy Ding, Head of Technical Services and Tanya Chee, Advice Specialist from TapIn unpack what the 2026 Federal Budget could mean for the financial planning industry.

    Register to view on-demand

  • Ethical retirement webinar series

    Hosted by Dr Katherine Hunt, this three-part series will focus on the ethical considerations with retirement advice.

    Webinar 1: Ethical growth

    Webinar 2: Ethical vulnerability

    Webinar 3: Human side of retirement

  • On-demand webinars

    Our insights hub has an extensive library of on-demand webinars available to you to watch anytime, anywhere. Covering a variety of topics, these webinars allow you to earn CPD points at a time that best suits you.

    Explore our insights hub

North's EOFY toolkit: advice, execution and documentation

Recontributions wizard

recontributions wizards screen grab
Implement recontributions with greater certainty before 30 June

Use North’s Recontribution wizard to implement EOFY recontribution strategies in one streamlined workflow. Stay on platform, avoid unnecessary buy/sell activity, benefit from same‑day transfers for eligible accounts, and track progress in Activity Management—helping strategies complete with confidence before EOFY cut‑offs.

Learn more

Activity Management

Activity management screenshot
Keep EOFY actions on track before key cut‑offs

Manage and track all EOFY activities in one place with Activity Management. See what’s required, upload documents securely, monitor progress and estimated completion dates, and reduce follow‑ups—helping EOFY contributions, switches and requests move smoothly before 30 June.
 

Learn more

North's RoA functionality

RoA functionality screen grab
Deliver EOFY advice faster, with less admin

Generate compliant Records of Advice directly in North Online and keep advice, implementation and documentation in one place. Automated details, digital acceptance and integrated workflows help you move quickly during EOFY and progress more client strategies before 30 June.
 

Learn more

Super-charge your EOFY with the new North Interactive Wealth Portal

Bringing together the entire advice journey into a single, seamless digital experience, the North Interactive Wealth Portal transforms what has traditionally been a fragmented set of tools into a connected, intuitive and future-focused advice experience.

Find out more
client review tool screen grab

Quickly review client contributions before 30 June

Get a clear, consolidated view of client contributions using North Interactive’s Client Review tool. Filter by contribution type and financial year, spot EOFY opportunities faster, and generate branded, client‑ready reports to support confident EOFY advice conversations.

Smarter file notes for EOFY efficiency

AI FileNote automatically captures and structures meeting notes, helping advisers reduce admin,
stay compliant, and focus on client conversations during the busy EOFY period.

ai filenote screen grab

Contact us form submission

* Fields are mandatory.

Request a callback or demo

First name *

  • Please enter your first name.

Last name *

  • Please enter your last name.

Email *

  • Please enter your email address.

Contact number *

  • Please enter your phone number.

ASIC Number

Company Name *

State/Territory

  • Please select your state.

I am a

  • Please select your role.
How can we help you? *

  • Please select one checkbox, at a minimum.

Marketing communications *

  • You must select the checkbox to opt in to receive marketing communications from North.

 

Important information

The information you provide is being collected by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) in order to respond to your enquiry. If you don't provide the information requested, NMMT may not be able to respond to your query. Your personal information may be shared with business areas or companies within the AMP Group. We may also provide information to local and overseas entities which provide AMP with administrative, financial, research or other services, other insurers and credit providers, financial planners, brokers and other organisations authorised by AMP to assist in reviewing customer needs. We may also disclose personal information to courts, tribunals and dispute resolution bodies, government agencies, and other bodies we are required to provide information to under the law. A list of countries where these providers are likely to be located can be accessed via the Privacy Policy.

The Privacy Policy provides more information about how we manage and protect the personal information we hold about individuals. It sets out how you can access and correct the information that AMP holds about you, how you may complain about a breach of privacy and our process for resolving privacy related enquiries and complaints.

Important information

® North and MyNorth are trademarks registered to NMMT. 

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.   

North and MyNorth are trademarks registered to NMMT.  

All information on this website is subject to change without notice.

© 2024 NMMT Limited. All rights reserved.

AMP acknowledges the Traditional custodians of lands, waters and communities throughout Australia. We pay our respects to the traditions, ancient protocols, and cultural practices of Aboriginal and Torres Strait Islander Peoples, who have lived and cared for country. We extend that same respect and recognition to the Elders of this land, both past and present.